Kathleen M. Scala

Client Service Manager

Kathleen M. Scala is the Client Service Manager at Modera Wealth Management LLC. Kathleen manages the Client Service Team which is located across all of the firm’s five office locations. Kathleen serves as the liaison between the Team and Modera’s Operations, Compliance and Wealth Management Teams. Kathleen also provides a point of contact for each of Modera’s custodian relationships.

In addition to her managerial role, Kathleen is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.

Prior to joining Modera, she worked as a Client Service Associate at Family Management Corporation and as a Portfolio Administrator at Carret Asset Management. She graduated from the American School in Paris and went on to earn a B.A., magna cum laude, in Communications with a minor in Mathematics from Western Connecticut State University, which she attended on a full merit scholarship.

Outside of the office, Kathleen enjoys spending time with her husband and two young sons.